JEPI,QQQI,SPY,QQQ,PDI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2024-01-30💬 to Thu 2026-06-11	YTD Return	1 Year Return
JEPI ×	−2.59% 2026-06-11	+3.23% 2026-06-11
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
QQQI ×	+6.05% 2026-06-11	+20.11% 2026-06-11
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY ×	+4.77% 2026-06-11	+19.04% 2026-06-11
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
QQQ ×	+12.88% 2026-06-11	+29.83% 2026-06-11
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
PDI ×	−3.43% 2026-06-11	−3.08% 2026-06-11
PIMCO Dynamic Income Fund NYSE Mutual Fund

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Returns

Tue 2024-01-30💬 to Thu 2026-06-11	Overall Return	Exponential Trendline
JEPI ×	+10.22% +4.21%/yr	+5.19%/yr (R2=0.650)
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
QQQI ×	+43.46% +16.50%/yr	+16.02%/yr (R2=0.874)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY ×	+41.93% +15.97%/yr	+14.60%/yr (R2=0.852)
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
QQQ ×	+56.87% +20.99%/yr	+18.14%/yr (R2=0.829)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
PDI ×	+10.94% +4.49%/yr	+7.18%/yr (R2=0.633)
PIMCO Dynamic Income Fund NYSE Mutual Fund

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Growth of $10,000

Tue 2024-01-30💬 to Thu 2026-06-11	Start Value	End Value
JEPI ×	$10,000.00 2024-01-30	$11,022.36 2026-06-11
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
QQQI ×	$10,000.00 2024-01-30	$14,346.32 2026-06-11
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY ×	$10,000.00 2024-01-30	$14,192.74 2026-06-11
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
QQQ ×	$10,000.00 2024-01-30	$15,687.44 2026-06-11
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
PDI ×	$10,000.00 2024-01-30	$11,093.71 2026-06-11
PIMCO Dynamic Income Fund NYSE Mutual Fund

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Annual Returns

Year	JEPI	QQQI	SPY	QQQ	PDI
2026 (YTD)	−2.59%	+6.05%	+4.77%	+12.88%	−3.43%
2025	+5.28%	+15.54%	+14.65%	+17.63%	+8.18%
2024	+9.43%	+17.09%	+21.39%	+22.06%	+13.92%
2023	+6.27%	—	+22.09%	+49.84%	+8.37%
2022	−9.35%	—	−23.15%	−36.68%	−22.03%
2021	+13.54%	—	+20.27%	+19.04%	+0.72%
2020	+16.76%	—	+16.74%	+46.63%	−11.17%
2019	—	—	+28.29%	+35.86%	+19.50%
2018	—	—	−6.35%	−2.00%	+5.34%
2017	—	—	+19.19%	+29.92%	+16.14%
2016	—	—	+9.73%	+4.92%	+14.91%
2015	—	—	+0.50%	+8.64%	+1.78%
2014	—	—	+12.61%	+18.29%	+19.40%
2013	—	—	+30.35%	+34.61%	+10.04%
2012	—	—	+14.01%	+16.10%	+22.42%
2011	—	—	−1.04%	+0.40%	—
2010	—	—	+13.36%	+18.14%	—
2009	—	—	+23.01%	+50.60%	—
2008	—	—	−36.85%	−41.78%	—
2007	—	—	+1.01%	+14.35%	—
2006	—	—	+13.00%	+4.51%	—
2005	—	—	+1.35%	−1.79%	—
2004	—	—	+7.21%	+7.04%	—
2003	—	—	+25.82%	+46.91%	—
2002	—	—	−23.41%	−38.82%	—
2001	—	—	−13.10%	−34.36%	—
2000	—	—	−12.70%	−38.21%	—
1999	—	—	+17.24%	+75.08%	—
1998	—	—	+26.65%	—	—
1997	—	—	+31.24%	—	—
1996	—	—	+18.63%	—	—
1995	—	—	+34.61%	—	—
1994	—	—	−2.22%	—	—
1993	—	—	+6.22%	—	—

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Drawdowns

Tue 2024-01-30💬 to Thu 2026-06-11	Current Drawdown	Worst Drawdown
JEPI ×	−6.67% from 2026-02-27 peak	−14.46% 2025-04-08 from 2024-11-29 peak
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
QQQI ×	−3.46% from 2026-06-02 peak	−20.36% 2025-04-08 from 2025-02-19 peak
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY ×	−2.97% from 2026-06-02 peak	−19.12% 2025-04-08 from 2025-02-19 peak
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
QQQ ×	−3.99% from 2026-06-02 peak	−23.54% 2025-04-08 from 2024-12-16 peak
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
PDI ×	−10.79% from 2025-10-09 peak	−14.55% 2025-04-07 from 2025-03-21 peak
PIMCO Dynamic Income Fund NYSE Mutual Fund

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Rolling Returns

Period ending Thu 2026-06-11	1 Year	2 Years	3 Years	5 Years	10 Years
JEPI ×	+3.23%	+8.63% +4.23%/yr	+17.81% +5.62%/yr	+14.86% +2.81%/yr	—
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
QQQI ×	+20.11%	+34.69% +16.06%/yr	—	—	—
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY ×	+19.04%	+31.76% +14.79%/yr	+61.81% +17.40%/yr	+49.87% +8.43%/yr	+196.30% +11.47%/yr
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
QQQ ×	+29.83%	+45.02% +20.42%/yr	+86.79% +23.16%/yr	+74.32% +11.76%/yr	+407.14% +17.63%/yr
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
PDI ×	−3.08%	+6.56% +3.23%/yr	+23.57% +7.31%/yr	−9.51% −1.98%/yr	+48.26% +4.02%/yr
PIMCO Dynamic Income Fund NYSE Mutual Fund